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Sequoia Financial Advisors’s Sunstone Hotel Investors SHO Stock Holding History

Sequoia Financial Advisors’s Portfolio SHO Stock Details SHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,058
Closed -$90.6K – 2240
2026
Q1 		$90.6K Buy
+10,058
New +$92.4K ﹤0.01% 1862
2025
Q1 		– Sell
-11,814
Closed -$140K – 1458
2024
Q4 		$140K Buy
11,814
+314
+3% +$3.42K ﹤0.01% 1259
2024
Q3 		$119K Sell
11,500
-114
-1% -$1.17K ﹤0.01% 1216
2024
Q2 		$121K Sell
11,614
-181
-2% -$1.88K ﹤0.01% 1145
2024
Q1 		$131K Buy
11,795
+28
+0.2% +$306 ﹤0.01% 1096
2023
Q4 		$126K Sell
11,767
-224
-2% -$2.21K ﹤0.01% 1145
2023
Q3 		$112K Buy
11,991
+443
+4% +$4.19K ﹤0.01% 913
2023
Q2 		$117K Sell
11,548
-1,479
-11% -$14.7K ﹤0.01% 912
2023
Q1 		$129K Buy
13,027
+742
+6% +$7.53K ﹤0.01% 792
2022
Q4 		$119K Buy
+12,285
New +$127K ﹤0.01% 762

Other funds holding SHO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Sequoia Financial Advisors's SHO Position: Q2 2026 in Review

Sequoia Financial Advisors sold out of Sunstone Hotel Investors (SHO) in Q2 2026, closing a stake of 10,058 shares — an estimated $90.6K sold.

Sequoia Financial Advisors first reported a position in SHO in Q4 2022 and held it in 10 quarters. The position peaked at $140K in Q4 2024. 274 funds tracked by Wall St. Rank hold SHO as of Q2 2026.

  • Sequoia Financial Advisors reported no remaining Sunstone Hotel Investors position as of Q2 2026 after selling out during the quarter.
  • Sequoia Financial Advisors sold 10,058 Sunstone Hotel Investors shares in Q2 2026, an estimated $90.6K.
  • Sequoia Financial Advisors first reported a position in Sunstone Hotel Investors in Q4 2022 and held it in 10 quarters.
  • Sequoia Financial Advisors's Sunstone Hotel Investors position peaked at $140K in Q4 2024.
  • 274 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.